How many employer clients does Matt Waugh have?

Matt Waugh is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Matt Waugh's largest employer clients?

By plan participants, the largest include Harbor Business Compliance Corporation Dba Harbor Compliance (178 participants), Merlin Labs, Inc. (124 participants) and Solo.Io, Inc. (106 participants).

How much does Matt Waugh earn in commissions?

Insurers reported $113,633 in broker commissions and $14,865 in fees paid to Matt Waugh for plan year 2025, per Schedule A Part 1.

Where is Matt Waugh located?

Matt Waugh is based in Andover, MA and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Massachusetts

Matt Waugh

Andover, MA

Matt Waugh of Andover, MA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $113,633 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$113,633

plan year 2025

Reported fees

$14,865

Quick answer

Matt Waugh (Andover, MA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Matt Waugh have?: Matt Waugh is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Matt Waugh's largest employer clients?: By plan participants, the largest include Harbor Business Compliance Corporation Dba Harbor Compliance (178 participants), Merlin Labs, Inc. (124 participants) and Solo.Io, Inc. (106 participants).
How much does Matt Waugh earn in commissions?: Insurers reported $113,633 in broker commissions and $14,865 in fees paid to Matt Waugh for plan year 2025, per Schedule A Part 1.
Where is Matt Waugh located?: Matt Waugh is based in Andover, MA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Matt Waugh on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Harbor Business Compliance Corporation Dba Harbor Compliance	PA	178	2025-12-31
Merlin Labs, Inc.	MA	124	2025-12-31
Solo.Io, Inc.	MA	106	2025-10-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.